What is the average age

of United Methodists?

58

What percent of Americans do not have a will?

What percent of Americans with children do not have a

will?

What percent of Americans do not have a will?

65%What percent of Americans with children do not have a

will?50%

What is the average age

of persons who make their

first charitable bequest

commitment?

40 - 50

In Michael Rosen’s article on Myths,

Marketing and Facts of Planned Giving,

what 8 simple words does he recommend

to be used as a tagline as often as

possible?

“Please remember us in your

will and trusts.” Add this to your email signature

block, business cards, letterhead, newsletters, website, and anything else your church prints. This

simple sentence will allow you to plant the idea about planned giving

and will keep the message ubiquitous.

How much of our nation’s wealth

is in cash?

5%

A generous church member left a $750,000 bequest to

the Decatur First UMC endowment fund for

scholarships for students affiliated with the church.

How much would you estimate has been given to student scholarships in the last 3

years?

$90,000 +

What percent of donors “indicated they believe it is appropriate for

nonprofits to ASK for legacy gifts?”

88.7% Remember, if you want the gift, you have to ask for it.

Using a C-------- G---- for a legacy gift appeal can

create urgency leading to action.

Using a CHALLENGE GRANT for a legacy gift appeal can

create urgency leading to action.

What is the highest predictor of a donor’s propensity to

make a planned gift?

Institutional loyalty

Potential For Planned Gift>$25,000 $25,000 –

$49,999$50,000 – $74,999

$75,000 – $99,999

$100,000+

Gift In Place

% % % % %

ConsiderGift

% % % % %

What percent difference is there between the families > $25,000 and families with $75,000 - $99,000 of income …

In the percent of Gifts in Place? ________In the families who would Consider a Gift?

________

Potential For Planned Gift>$25,000 $25,000 –

$49,999$50,000 – $74,999

$75,000 – $99,999

$100,000+

Gift In Place

6.6% 7% 7.6% 6.5% 10%

ConsiderGift

28.4% 34.6% 28.8% 26% 35.6%

What percent difference is there between the families > $25,000 and families with $75,000 - $99,000 of income …

In the percent of Gifts in Place? .1%In the families who would Consider a Gift?

2.4%

What is John Wesley’s directive?